---
sourceDocument: Yokohama ServiceNow AI Platform Capabilities
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/servicenow-platform

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Manage a shared preset

# Create or manage a shared preset {#ariaid-title1}

* Release version: Yokohama
* 
* Updated August 8, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Admins can save a set of Unified Map map filter settings (layer, CI class, relationship type, and other CI attribute settings) as a shared preset that any user can apply to their map view.

## Before you begin

Role required: sn_cmdb_config_admin

## About this task

Follow this procedure to create a shared preset with specified filter settings. The workspace-specific filter criteria in a shared preset are available for all users of the current CMDB Unified Map page. Shared presets defined in one workspace are not available in other workspaces.

Configuration settings for shared presets are saved in the Unified Map shared presets profile in the configuration identifier that is applied to the workspace.

* When a user applies a shared preset or a user preset, all filter settings are overridden. Filter attributes from a shared preset or a user preset that do not apply to the current map are listed in the Unused filter attributes section of the filter panel. The order of precedence from the various sources is as follows:
  1. user presets
  2. shared presets
  3. shared presets that are defined in a Unified Map shared presets profile
  4. class profile (Class profiles are defined in the Node Map Profiles related list and contain only layer settings)
  {#unified-map-manage-shared-preset__ol_f4r_52l_fgc}
* You can include a shared preset in a node map profile. Layer settings in the shared preset will override the layer settings defined in the class profile.
* A shared preset defined in a profile will be applied when the map opens. If the user has explicitly defined a shared preset or a user preset, then the preset takes precedence as outlined above.
* An individual user can apply a shared preset and then save it as a user preset. For more information, see [Create or manage a user preset](https://www.servicenow.com/docs/amzda9e4XCa8GmyEQMG2dg "Save useful Unified Map filter settings as a user preset that you can apply to a map at any time. For example, define a filter to display only CIs of a particular class and then save the filter settings as a user preset.").
* Unused filter criteria in the current filter are saved with a preset.
{#unified-map-manage-shared-preset__ul_yn4_nnr_jfc}

## Procedure

1. Select Open filter panel (![Open filter icon.]()) and then select or clear filters.  
   Each filtering category includes only items that are relevant to the current map. The map immediately applies the filters you select.
2. Select the Manage presets icon ![](), and in the Manage shared presets list, select Create shared preset.
3. Enter a preset name and then select Save.
4. Close the Map filter panel.
{#unified-map-manage-shared-preset__steps_djl_2qm_3xb}

## Result

The new shared preset is listed in the Unified map shared presets related list on the Configuration Identifier form. In addition, shared presets used in a map profile are listed in the Node Map Profiles related list. For more information, see [How configuration settings for Unified Map are stored](https://www.servicenow.com/docs/z99gpesxZ5JVK7ARP0awFA "General configuration settings that control Unified Map are collected in a configuration identifier. A configuration identifier is a set of properties and table-driven configurations that specify the appearance and content of an instance of a UX application. The CMDB Workspace UX application contains Unified Map.")

## What to do next

To apply a preset:
:
    1. While working in a map, select the open filter panel icon ![]()
    2. Select the View preset list icon ![]() and then select the preset.
    {#unified-map-manage-shared-preset__ol_hjj_s22_fgc}

To update a preset or save an updated version as a new preset:
:
    1. While working in a map, select the open filter panel icon ![]()
    2. Apply the preset that you want to update and then make the desired changes.
    3. Select the Manage presets icon ![]() and then select Update preset or Update shared preset.
    4. Select one of the following actions:
       * Select Update preset to update the current preset with the current filter settings.
       * Select Save as new preset and then enter a new name.
       {#unified-map-manage-shared-preset__ul_mpf_ttm_3xb}
    5. Select Save.
    {#unified-map-manage-shared-preset__ol_gbj_kvf_sbc}

To delete a preset:
:
    1. While working in a map, select the open filter panel icon ![]()
    2. Apply the preset that you want to delete.
    3. Select the Manage presets icon ![]() and then select Delete preset or Delete shared preset.
    4. Select Yes.
    {#unified-map-manage-shared-preset__ol_zqs_3pz_tfc}

To apply the home CI's default filter settings
:   Select Reset filter.
**Related tasks**   

* [Use filters to specify which nodes should appear on a map](https://www.servicenow.com/docs/L6R_22HCJAUjcvEWjI0AJA "Customize the map to focus on the CIs that you want to work on by filtering out (hiding) irrelevant CIs. You can filter by layer count, CI class, relationship type, discovery source, location, and CI ownership.")
* [Create or manage a user preset](https://www.servicenow.com/docs/amzda9e4XCa8GmyEQMG2dg "Save useful Unified Map filter settings as a user preset that you can apply to a map at any time. For example, define a filter to display only CIs of a particular class and then save the filter settings as a user preset.")
* [Create a class profile of visible layers for classes](https://www.servicenow.com/docs/7WRwl_CpfsHSvpyo7qcpoA "Configure a class profile that specifies which layers should appear for a particular class: application, service instance, business, or infrastructure. For example, you can configure that the mapped application service (service instance) [cmdb_ci_service_discovered] class should display only Service Mapping data and not infrastructure elements.")